Global 300mm Memory Fab Equipment Investment to Hit Record $52 bn in 2026 as AI Drives DRAM and NAND Expansion

Global investment in 300mm semiconductor fabrication equipment for the memory industry is set to reach a record in 2026, fueled by surging artificial intelligence workloads, expanding hyperscale data centers, and growing demand for next-generation memory technologies. According to SEMI’s latest 300mm Fab Outlook , worldwide spending on 300mm memory fab equipment is forecast to increase 29 percent to $52 billion in 2026, marking the first time annual investment will exceed $50 billion.